How to Create an Invoice?

Supplier Users can create an invoice for all active (not Pending status) Sales Orders. Suppliers will be able to manage/monitor payment statuses for invoices. 

agreed-uponOne or multiple invoices can be created for a Sales Order. This is usually applicable when there is an agreed upon payment term or schedule between the Buyer and Supplier.

1. Go to Sales > Orders page.

2. Click on SO.

3. The system displays the SO details page.

4. Click on the “Convert to Invoice” button.

5. The system redirects to the Invoice form that is auto-populated based on the SO information.

6. Supplier users can edit the form, such as the payment terms and amounts.

7. Click on the “Create Invoice” button.

8. System:

   1. creates the Invoice;

   2. sends an email notification to the Buyer.